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Principal Financial Group

705 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 227 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $7.53M

43% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 56

6% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$756M)

2% more funds holding

Funds holding: 689705 (+16)

0.48% less ownership

Funds ownership: 74.62%74.14% (-0.48%)

8% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 246

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
705
Holders Change
+16
Holders Change %
+2.32%
% of All Funds
12.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
80
Increased
227
Reduced
246
Closed
56
Calls
$15.1M
Puts
$7.53M
Net Calls
+$7.58M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
576
Parkside Financial Bank & Trust
Missouri
$47K -$4.17K -58 -8%
FCB
577
First Command Bank
Texas
$45K
FCFS
578
First Command Financial Services
Texas
$45K
PMFA
579
Plante Moran Financial Advisors
Michigan
$43K +$7.97K +111 +23%
HBW
580
Hazlett, Burt & Watson
West Virginia
$42K
EWA
581
EverSource Wealth Advisors
Alabama
$42K +$1.01K +14 +3%
SIA
582
Sit Investment Associates
Minnesota
$41K -$35.7K -497 -46%
SWA
583
Sutton Wealth Advisors
Florida
$40.8K -$4.67K -65 -10%
NICM
584
Neo Ivy Capital Management
New York
$40K +$39.5K +550 New
PO
585
Private Ocean
California
$39K
SV
586
Stilwell Value
New York
$39K
GFPC
587
Global Financial Private Client
Florida
$37.8K
AIM
588
Anchor Investment Management
South Carolina
$37.1K
CWA
589
Clearview Wealth Advisors
Oregon
$37K
TC
590
Truvestments Capital
Florida
$36K
AAP
591
Arax Advisory Partners
Colorado
$35K
Kayne Anderson Rudnick Investment Management
592
Kayne Anderson Rudnick Investment Management
California
$35K
Pacer Advisors
593
Pacer Advisors
Pennsylvania
$34K -$305K -4,245 -90%
GWS
594
Glassman Wealth Services
Virginia
$34K -$2.94K -41 -8%
ODG
595
O'Dell Group
Ohio
$34K
TPCW
596
TD Private Client Wealth
New York
$32.8K +$5.17K +72 +19%
HI
597
Hudock Inc
Pennsylvania
$32K +$144 +2 +0.4%
AssetMark Inc
598
AssetMark Inc
California
$31K
BIA
599
Bell Investment Advisors
California
$30K +$359 +5 +1%
WWP
600
WR Wealth Planners
Missouri
$29.2K +$215 +3 +0.7%